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Enterprise Admin Workspace Setup
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Enterprise Admin Workspace Setup

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For the most up-to-date version of this doc, check out the new
Org Admin 101
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course in the Coda Resource Hub.


As an Coda Admin on an Enterprise plan you have access to elevated security settings and controls. This doc will help you to explore these settings and controls, and to set up your Enterprise workspace.
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1. Watch this overview of your admin settings.

Before you jump into the checklist, we recommend you watch this video for a brief introduction to Coda Enterprise and information on how to find your user role (which is key when setting up Coda).
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2. Pick what role(s) you have.

Now that you know how to identify which role(s) you have, select the button that applies to you. This will update the checklist to only include steps that are relevant to your role(s):
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I'm an Organization Admin
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I'm a Workspace Admin
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I'm Both
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I don't think I have the settings I need
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3. Admin onboarding checklist.

Below is your checklist to aid in getting your workspace setup
Press Click for more info to find a description of the settings, a video walkthrough, and links to help articles
Prefer to watch all the videos at once?
Watch Here
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Need additional help? Reach out to our support team by pressing the question mark in the bottom right of your screen
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Setup

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To begin, locate Org and Workspace settings and then select your role in the section above
Click for more info
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Review

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Enhance

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Congrats on completing the initial setup!

Explore how you can continue to grow Coda.
Check out our IT Handbook
Click for more info
Explore Handbooks for other teams
Click for more info
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